Israel-Lebanon deal may entrench stalemate rather than end war, analysts say

A security deal between Israel and Lebanon risks entrenching a stalemate rather than resolving Tel Aviv’s underlying conflict with Hezbollah by tying its pullout from southern Lebanon to the group’s disarmament, a condition regional analysts and politicians say is unattainable.

At its core is a bargain few see as workable: Hezbollah has flatly rejected disarmament, and no Lebanese government has the power to enforce it.

With Hezbollah unlikely to disarm, analysts say Israel has political cover to keep an open-ended military presence in southern Lebanon, which it invaded after Hezbollah fired at Israel on March 2 in solidarity with Tehran over the war in Iran.

The deal leaves the Lebanese state trapped between obligations it cannot meet and sovereignty it cannot fully reclaim, the analysts say.

An Israeli soldier works on a tank on the Israeli side of the Israel-Lebanon border, after Israel and Lebanon signed a framework agreement following US-mediated talks, in northern Israel on June 28, 2026. — Reuters

The framework deal also collides with Lebanon’s political realities, asking a fragile sectarian state to confront the most powerful armed faction in the country despite a post-civil war system built on power-sharing rather than coercion.

“This is not an agreement, it is an imposed settlement,” said a senior Lebanese politician who declined to be named.

The Lebanese army, he added, was neither structured nor equipped to disarm Hezbollah, and expecting it to do so ignored both the group’s entrenched military capacity and the fragile sectarian balance on which Lebanon’s stability rests.

‘Burden’ placed on Lebanon

Political analysts say the imbalance is built into the agreement’s design, with sweeping obligations placed on Lebanon but no reciprocal guarantee of Israeli withdrawal.

“This agreement has put all the burden on Lebanon,” said Michael Young, a Beirut-based analyst, adding that it “creates a structure that allows the Israelis to remain [in southern Lebanon] indefinitely”.

Fawaz Gerges, a Lebanese scholar at the London School of Economics and Political Science, said the deal was “born dead” and structurally flawed, hinging on a condition that was impossible to meet in practice.

Gerges added that Israel had already consolidated a buffer zone in southern Lebanon about eight to 10 kilometres deep while tying any future withdrawal to Hezbollah’s disarmament.

Buses damaged in an Israeli airstrike lie outside the Al‑Bass Roman ruins, a Unesco World Heritage site that was also hit by an Israeli airstrike, in Tyre, southern Lebanon on June 25, 2026. — Reuters

The terms of the deal risk the buffer zone becoming long-term and giving it diplomatic legitimacy, he said, describing it as a political “gift” to Israel.

The conflict in Lebanon has been a central part of diplomacy towards ending the wider US-Iran war.

Gerges said Washington’s deliberate decoupling of the conflicts gave Israel greater freedom of action in Lebanon.

Fear of civil conflict

The framework agreement signed in Washington affirms that Israel has no claim to Lebanese territory and makes the Lebanese army’s authority in the south contingent on the verified disarmament of non-state armed groups, including Hezbollah.

Netanyahu portrays the deal as a historic achievement that could lead to broader peace, while Israeli troops remain deployed in a so-called security zone, which Israel says is designed to protect its north from potential attack.

“We will continue to hold it (territory in the security zone) until Hezbollah and other terrorist organisations are disarmed, and until no further threat to Israel is posed from Lebanon,” Netanyahu said on Saturday.

Three senior Israeli officials said Israel has little faith in Lebanon’s ability to disarm Hezbollah but sees the deal as a vital diplomatic step towards building peace with Lebanon in the long run.

Smoke billows from the site of an Israeli air strike in the southern suburbs of the Lebanese capital, Beirut, on March 9. — AFP/File

Over 4,000 people have been killed in Lebanon and a million displaced during Israel’s military campaign against Hezbollah.

Lebanese President Joseph Aoun welcomed the agreement as a first step towards restoring Lebanon’s sovereignty, saying it should allow Lebanese people to return to a fully liberated land.

Parliament Speaker Nabih Berri said it amounted to an “agreement of dictates, not one that preserves Lebanon’s rights” and said it would not be implemented.

Hezbollah chief Naim Qassem declared the deal “null and void” and a “surrender” and said his group would keep fighting until Israel is forced to leave. Hezbollah lawmaker Hassan Fadlallah warned of “internal conflict” in Lebanon.

Any attempt to forcibly disarm Hezbollah would risk deepening sectarian tensions.

Young said the deal “won’t lead us anywhere except to civil conflict, and maybe an insurrection by the Shia [Muslim] community”.

An image grab taken from Hezbollah’s Al-Manar TV shows the group’s deputy chief Naim Qassem delivering a speech from an undisclosed location on Oct 15, 2024. — AFP

Deal’s implementation in question

Danny Citrinowicz, a regional analyst and former Israeli military intelligence officer, said Hezbollah’s dismantlement was “something that would never happen” and the deal in effect legitimised an open-ended Israeli military presence.

“Nothing will happen. Israel won’t withdraw, and Hezbollah won’t dismantle,” he said.

Citrinowicz said no Israeli prime minister has the domestic political space to withdraw while Hezbollah is still armed and northern Israeli communities remain displaced.

A narrower pact focused on Hezbollah’s pullout from south of the Litani River, an expanded Lebanese army deployment and an extension of state authority would have stood a better chance of success, he said.

Analyst Mohammed Obeid also said the deal was unlikely to be implemented, adding that its provisions were “like explosives”, capable of detonating Lebanon’s internal stability, as they hinge on state action to disarm Hezbollah. ...